See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,141,437 | $167,484+581.5% | $151,611+652.9% | $134,475+748.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.02% | 7.80%-8.8pp | 3.33%-4.3pp | 417.96%-419.0pp |
| Employer contribution / active EE | $3,405 | $6,829-50.1% | $6,166-44.8% | $4,740-28.2% |
| Participant deferral / active EE | $12,650 | $8,986+40.8% | $8,363+51.3% | $6,400+97.7% |
| Admin fee / account holder | $115,000 | $13,783+734.4% | $11,616+890.0% | $11,426+906.5% |